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Data Imports and Reports - set up, run, and import information

Knowledge Article Number 000220975
When you’re new to Salesforce, learning how to get data into the system and then out of it can seem like a daunting task. We’ll help you get started down the right path, and before you know it, you’ll be a data pro!

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Import data - Learn how to use our built-in tools to get your critical data (accounts, contacts and leads) into Salesforce.  Dashboard Image

Create reports and dashboards - A wealth of information, including a video series on setting up and using reports, dashboards and report builder.

Create a custom report - Not finding a report that suits your needs? Build a custom report to collect the data that your company needs.

Data Loader is now available for Mac! Review the Data Loader considerations before you get started to make sure that your system meets the minimum system requirements.

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We're here to help! Join our Circles of Success - small group clinics with other Salesforce customers focused on adoption-related topics. These 60-90-minute, live, interactive, virtual discussions (not webinars) are unscripted and consultative in nature and are hosted by Salesforce experts.

Video Resources


Importing your dataHow to use cross filters
Import your data videoCross Filters in reports

Trailhead sign imageWant even more information? If you've got a real thirst for knowledge the Salesforce Trailhead will be what you're looking for. These in-depth resources let you pick your level and can be done on your own time.

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